Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,338 | $154,228+18.2% | $145,433+25.4% | $137,256+32.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.25% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $6,834 | $4,804+42.2% | $4,554+50.0% | $4,156+64.4% |
| Participant deferral / active EE | $17,233 | $8,216+109.7% | $7,897+118.2% | $6,407+169.0% |
| Admin fee / account holder | $116 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |